Reviews written by katcfp

31 results - showing 1 - 25  
« »  
 
Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
katcfpkatcfp   August 29, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, August 2018
Webinars
katcfpkatcfp   August 13, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Well timed

Read Review Comments (0)
Dr. Craig Israelsen's Favorite Lessons For Clients
Webinars
katcfpkatcfp   August 01, 2018
5.0
Average Attendee Rating
Poor Average Excellent

really informative

Read Review Comments (0)
Retirement Distribution And Tax Planning Strategies
Webinars
katcfpkatcfp   July 18, 2018
5.0
Average Attendee Rating
Poor Average Excellent

really well done

Read Review Comments (0)
An Epoch Journey: 33 Investor Life-Cycles Since 1926
Webinars
katcfpkatcfp   June 27, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, June 2018
Webinars
katcfpkatcfp   June 11, 2018
5.0
Average Attendee Rating
Poor Average Excellent

very good!

Read Review Comments (0)
Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
katcfpkatcfp   May 30, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent!

Read Review Comments (0)
Commodities Funds & ETFs Tips & Traps For Professionals
Webinars
katcfpkatcfp   May 23, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, May 2018
Webinars
katcfpkatcfp   May 07, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Key Lessons Impacting Client Behavior For The Long Run
Webinars
katcfpkatcfp   April 25, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
katcfpkatcfp   April 09, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Really well presented

Read Review Comments (0)
Fritz Meyer Economic Update, February 2018
Webinars
katcfpkatcfp   February 06, 2018
(Updated: February 06, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
Performance Of Diversified Portfolios, 1970-2017
Webinars
katcfpkatcfp   January 24, 2018
(Updated: January 24, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Really informative and clearly presented

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
katcfpkatcfp   January 08, 2018
(Updated: January 08, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

very good

Read Review Comments (0)
Make Investment Review Meetings More Productive
Webinars
katcfpkatcfp   December 13, 2017
(Updated: December 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, December 2017
Webinars
katcfpkatcfp   December 11, 2017
(Updated: December 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

very interesting

Read Review Comments (0)
Asset Class Correlations In Diversified Portfolios
Webinars
katcfpkatcfp   November 15, 2017
(Updated: November 15, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
Fritz Meyer Economic Update, November 2017
Webinars
katcfpkatcfp   November 13, 2017
(Updated: November 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
How The New Tax Law Affects Year-End Planning
Webinars
katcfpkatcfp   November 01, 2017
(Updated: November 01, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
How Trump Tax Reform Proposal Alters Year-End Tax Planning
Webinars
katcfpkatcfp   September 27, 2017
(Updated: September 27, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Very informative!

Read Review Comments (0)
When Is It Best To Invest? A Review Over 37 Years
Webinars
katcfpkatcfp   September 26, 2017
(Updated: September 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent!

Read Review Comments (0)
Fritz Meyer Economic Update, September 2017
Webinars
katcfpkatcfp   September 11, 2017
(Updated: September 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
katcfpkatcfp   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
IRAs And Roth IRAs After A Client Dies
Webinars
katcfpkatcfp   March 23, 2017
(Updated: March 23, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
2016 Estate And Gift Tax Class For Financial Advisors
Webinars
katcfpkatcfp   July 21, 2016
(Updated: July 21, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent!!!

Read Review Comments (0)
31 results - showing 1 - 25  
« »